Bryan R. Lawrence - Oakcliff Capital Partners Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 10 | |
| Portfolio Value | $189.77M |
Portfolio Overview
Comprehensive analysis of Bryan R. Lawrence's investment portfolio
10
Total Holdings
$189.8M
Portfolio Value
Mar 31, 2025
Latest Filing
22.5%
Largest Position
Top Holdings
1
IBKR
INTERACTIVE BROKERS GROUP IN
$42.7M
22.5%
↓-0.1%
2
TDG
TRANSDIGM GROUP INC
$29.5M
15.5%
3
GIL
GILDAN ACTIVEWEAR INC
$27.0M
14.3%
4
GOOG
ALPHABET INC
$18.5M
9.7%
5
NRP
NATURAL RESOURCE PARTNERS L
$16.0M
8.4%
Recent Activity
TDG
Transdigm Group Incorporated
-21,293
Jun 30, 2025
CHTR
Charter Communications, Inc.
-38,239
Jun 30, 2025
LGIH
LGI Homes, Inc.
-49,996
Jun 30, 2025